Private Client Banker

KeyCorp
United States
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Integrity","Time management","Client rapport","Problem solving","Relationship building"]

Build trusted, plan-based relationships with private client households and small businesses by identifying financial wellness opportunities during conversations. Deliver tailored recommendations and refer investment and insurance solutions while driving individual activity and sales goals. Prospect and develop referral pipelines through internal and external centers of influence, opening and supporting accounts, and partnering with branch and line-of-business teammates. Ensure compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
5 days ago

Private Client Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build trusted, plan-based relationships with private client households and small businesses by identifying financial wellness opportunities during conversations. Deliver tailored recommendations and refer investment and insurance solutions while driving individual activity and sales goals. Prospect and develop referral pipelines through internal and external centers of influence, opening and supporting accounts, and partnering with branch and line-of-business teammates. Ensure compliance with operational, risk, security, and audit procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide plan-based financial wellness advice by listening for opportunities in client conversations and offering customized recommendations.
  • •Deliver and refer appropriate investment and insurance products to meet client needs.
  • •Consistently meet individual activity, behavior, and outcome goals and expectations.
  • •Build and manage a client referral pipeline by identifying and developing centers of influence and documenting prospecting activities.
  • •Open personal and business accounts and support branch operations, including assisting with Teller-line transactions as needed, while ensuring compliance with required procedures.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma/GED or equivalent experience.
  • •FINRA licenses S6 and S63, FINRA Security Industry Essentials (SIE), and life, accident, and health insurance licenses.
  • •Experience developing current and new customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
  • •Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, and web-based browsing).
Experience:Financial servicesInsuranceInvestment productsPrivate client bankingReferral sales
Education:Bachelor's
Skills:IntegrityTime managementClient rapportProblem solvingRelationship building
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileAppsWeb-based browsingDigital platforms

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn